> For the complete documentation index, see [llms.txt](https://help.inveterate.com/help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.inveterate.com/help-center/guides/account-widget/customer-guide.md).

# Customer Guide

## What is the Account Widget?

The Account Widget is an account management tool for Shopify stores. It provides a single place to manage your account, view orders, track membership, manage wishlists, and more.

## Main Features

### Login

* Email login: Enter your email to receive a 6-digit verification code. Enter the code to log in.
* Google OAuth: Sign in with your Google account (if enabled).

After login, your session persists, so you stay logged in when you return.

### "For You" Tab

Personalized dashboard with:

* Welcome message
* Recently viewed products: Quick access to products you’ve viewed
* Trending products: Popular items based on store activity
* Wishlist preview: Quick view of saved items
* Quick links: Shortcuts to common actions
* Featured content: Merchant-curated content

Sections can be customized or hidden by the merchant.

### Membership Tab

For members, view and manage your membership:

* Membership status:
  * Program name and tier
  * Current status (Active, Pending Cancellation, Cancelled)
  * Next billing date and amount
  * End date (if pending cancellation)
* Store credits:
  * Current balance
  * Redeem credits: Generate a discount code from your balance
* Payment history: Recent subscription payments with dates and amounts
* Credit history: Transaction history showing credits earned and redeemed
* Membership actions:
  * Update credit card
  * Cancel membership (with confirmation)
  * Reactivate membership (if pending cancellation)

Clicking the membership as a non-member will redirect to the membership page.

### Orders Tab

View and manage your order history:

* Order list:
* Order number and date
* Total price
* Payment status (Paid, Pending, Authorized, etc.)
* Fulfillment status (Fulfilled, Processing, Shipped, Delivered)
* Order details: Click any order to see:
  * Full order information
  * Line items with quantities and prices
  * Shipping address
  * Order status timeline

### Profile Tab

Manage your account information:

* Personal information:
  * First name, last name (editable)
  * Email (view only)
  * Phone number (editable)
* Marketing preferences:
  * Email marketing subscription
  * SMS marketing subscription (requires phone number)
* Account information:
  * Customer since date
  * Total orders
* Addresses:
  * View all saved addresses
  * Add new addresses
  * Edit existing addresses
  * Set default address
  * Delete addresses (default address cannot be deleted)
* Logout: Secure logout with confirmation

### Wishlist Features

* Wishlist preview: Quick view on the "For You" tab
* Full wishlist view: Browse all saved items with
* Multiple wishlists: Create and manage multiple wishlists
* Manage wishlists: Organize, rename, and delete wishlists

## Security Features

* Secure authentication: Email verification or Gmail; paired with Shopify Multipass
* Session management: Automatic session validation
* Data protection: All communications are encrypted
* Privacy controls: Manage marketing preferences

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